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Red Door Wealth Management’s IQVIA IQV Stock Holding History

Red Door Wealth Management’s Portfolio IQV Stock Details IQV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-3,520
Closed -$791K – 200
2023
Q2 		$791K Buy
+3,520
New +$707K 0.18% 89
2021
Q3 		– Sell
-200
Closed -$48K – 379
2021
Q2 		$48K Buy
+200
New +$46.2K 0.02% 260

Other funds holding IQV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Red Door Wealth Management's IQV Position: Q3 2023 in Review

Red Door Wealth Management sold out of IQVIA (IQV) in Q3 2023, closing a stake of 3,520 shares — an estimated $791K sold.

Red Door Wealth Management first reported a position in IQV in Q2 2021 and held it in 2 quarters. The position peaked at $791K in Q2 2023. 941 funds tracked by Wall St. Rank hold IQV as of Q3 2023.

  • Red Door Wealth Management reported no remaining IQVIA position as of Q3 2023 after selling out during the quarter.
  • Red Door Wealth Management sold 3,520 IQVIA shares in Q3 2023, an estimated $791K.
  • Red Door Wealth Management first reported a position in IQVIA in Q2 2021 and held it in 2 quarters.
  • Red Door Wealth Management's IQVIA position peaked at $791K in Q2 2023.
  • 941 funds tracked by Wall St. Rank held IQVIA as of Q3 2023.

Based on Red Door Wealth Management's 13F filing for Q3 2023, filed 19 Oct 2023.